by Erika Luitjens | Aug 8, 2024 | Company News
One or our core values is “we work hard and we play hard”. The latter is in full focus for our annual Summer company picnic. The picnic brings together employees, their families, vendors, RIAs, and friends for a day of fun, competition , laughter, and connection. ...
by Erika Luitjens | Jun 12, 2024 | Company News
The Stonecrest team was thrilled to attend the FPA Norcal Conference in San Francisco! The FPA NorCal Conference is a financial planning conference dedicated to the education, knowledge, and growth of financial planners. It is a fantastic way for us to drive...
by Erika Luitjens | May 16, 2024 | Company Events, Company News
The Stonecrest team had the great pleasure of pitching in to help members of our local community by doing some volunteer work at Second Harvest of Silicon Valley. The work involves breaking down large quantities of food and sorting it into smaller packages to be...
by Erika Luitjens | May 5, 2024 | Company News
Stonecrest was thrilled to have been a sponsor at the recent FactRight conference in Scottsdale, Arizona! We had a busy and productive few days, engaging with industry leaders, showcasing our solutions, and forging meaningful partnerships. A big thank you to the...
by Erika Luitjens | Apr 15, 2024 | Company events, Company News
Our team landed in the heart of Las Vegas at the Paris Hotel for one of the biggest lead gen gatherings around – LeadsCon 2024. With over 2,700 attendees, this place was buzzing!The conference was packed with awesome sessions and speakers, and we soaked up every bit...
by Erika Luitjens | Mar 28, 2024 | Company News
At Stonecrest, we work hard but we make time to play and relax too. The team recently enjoyed an after-work session of bocce ball at Campo di Bocce in Los Gatos. We all enjoyed some great food and great fun as well as some friendly competition. Bocce ball is a...
